CIB Lending Operations Middle Office Specialist

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About this role:

Wells Fargo is seeking a CIB Lending Operations Middle Office Specialist to join our FIG & Banks Middle Office Team as a part of Corporate Investment Banking Lending Operations (CIBLO). Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Serve as a critical intermediary between the front office and back office during the lending origination and trading process
• Participate in low‑ to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations in middle office function
• Execute credit requests and enter data across loan and operating exposure products; onboard clients and set up legal entities in applicable systems; review documentation and complete checklists; and coordinate booking, funding, and collateral requirements
• Review credit approvals and legal documentation to support system setup; complete regulatory and compliance steps (e.g., screenings and KYC confirmation)
• Partner with loan operations to support closing and funding; identify issues and escalate exceptions as appropriate
• Review and analyze basic business, operational, or technical assignments requiring research and evaluation of alternatives
• Present recommendations to resolve low‑ to moderately complex situations
• Exercise independent judgment to support medium‑risk deliverables
• Apply growing expertise in functional policies, procedures, and compliance requirements
• Collaborate with functional colleagues, internal partners, and stakeholders

Required Qualifications:

• 2+ years of credit operations, loan operations, or deal support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Experience supporting lending operations, transaction processing, or workflow coordination
• Corporate & Investment Banking or commercial lending operations experience
• Experience in Middle Office, Loan Closing, Loan Servicing, Agency Services, or Syndicated Lending
• Experience reviewing credit agreements, loan documentation, or related legal documents
• Experience working with front office, credit, risk, legal, compliance, or operations partners
• Experience researching operational issues, resolving routine exceptions, and escalating when appropriate
• Experience with Loan IQ (LIQ), nCino, or similar lending platforms
• Working knowledge of lending processes, operational risk, controls, or regulatory requirements
• Effective analytical, organizational, and problem-solving skills
• Attention to detail, data accuracy, and effective communication skills

Primary Posting Location:

• 550 S Tryon St, Charlotte, North Carolina 28202

Additional Posting Location:

• 401 Las Colinas Blvd W, Irving, Texas 75039
• 7711 Plantation Rd, Roanoke, Virginia 24019-3224
• 1700 Lincoln St, Denver, Colorado 80203

Job Expectations:

• Ability to work on-site at a posted location in compliance with our hybrid schedule.
• This position is not eligible for visa sponsorship.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range
 

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.